Dynamics 365 CRM

Who this is for

• Sales organizations where the pipeline lives in individual spreadsheets and leaves with the person who built it.
• Institutions with long, multi-stakeholder sales cycles, financial services, B2B, public-sector supply, where a deal touches several people over months.
• Organizations already invested in Microsoft 365, where CRM sitting inside the same identity, mail and Teams environment removes most of the adoption friction.
• Member and donor organizations managing relationships rather than transactions, where the record of every interaction is the asset.

What a Dynamics 365 CRM deployment covers

The technology is proven; the risk in CRM is always adoption. We configure to how your team sells rather than imposing a generic pipeline nobody recognizes.

• Sales process modelled as your stages, with the qualification criteria that actually move a deal forward.
• Account, contact and opportunity structure, including the hierarchies that matter where you sell to groups and subsidiaries.
• Data migration from spreadsheets and any existing system, with de-duplication handled before rather than after go-live.
• Outlook and Teams integration so activity is captured where the work happens instead of re-entered later.
• Dashboards and forecasting for sales leadership, and a deliberately light interface for the people entering data.
• Role-based security, so a regional team sees its own pipeline without seeing everything.

How the engagement runs

1. 1

   Process discovery

   We map how deals actually progress, in conversation with the people closing them rather than only with management. The two versions differ, and configuring the management version is how CRMs get abandoned.

2. 2

   Configuration

   Entities, stages, fields and security are built. We push back on field count here, every mandatory field is a reason not to update the record.

3. 3

   Migration

   Existing data is cleaned, de-duplicated and loaded. Dirty data imported at go-live destroys trust in the system in the first week.

4. 4

   Pilot team

   One team runs live and their feedback reshapes the configuration before everyone else sees it.

5. 5

   Rollout and reinforcement

   Wider rollout with management reporting run from CRM, which is what makes usage stick.

What you need in place

• Appropriate Dynamics 365 licensing. We confirm what you hold and what the configuration requires before scoping.
• A sales leader who will run their pipeline reviews from the system. CRM adoption follows management behaviour, not training.
• Existing customer data in an extractable form, and someone with authority to decide which duplicate is correct.
• A realistic view of how much data entry sellers will tolerate. Ambition here is the most common cause of failure.

Working with Sibasi on Dynamics 365 CRM

New to this category? What is a CRM system?, a buyer's guide to what the category is, what to look for and how to compare options, whoever you end up choosing.